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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,166,726 | $202,342+476.6% | $172,753+575.4% | $152,909+663.0% |
| Participation rate | 6.3% | 87.1%-80.8pp | 82.6%-76.4pp | 82.5%-76.2pp |
| Annual return | 41.68% | 1029.88%-988.2pp | 803.00%-761.3pp | 345.46%-303.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6 | $17,112-100.0% | $13,956-100.0% | $11,601-99.9% |